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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,759 | $105,856-2.0% | $90,161+15.1% | $147,586-29.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.11% | 37.63%-24.5pp | 34.89%-21.8pp | 578.59%-565.5pp |
| Employer contribution / active EE | $10,147 | $4,126+145.9% | $3,318+205.8% | $4,876+108.1% |
| Participant deferral / active EE | $2,629 | $5,733-54.1% | $5,287-50.3% | $5,439-51.7% |
| Admin fee / account holder | $2,698 | $8,046-66.5% | $5,943-54.6% | $10,886-75.2% |